ENGLX Mutual Fund
ENGLX Mutual Fund
NAV$8.64
AUM$12M
TER1.20%
Holdings39
See how much of ENGLX you already own
ENGLX Mutual Fund
NAV$8.64
Vest US Large Cap 20% Buffer Strategies Fund Investor Class
AUM$12M
TER1.20%
Holdings39
See how much of ENGLX you already own
ENGLX Mutual Fund Overlap Analysis
ENGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ENGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, ENGLX may share significant positions with broad-market funds.
ENGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ENGLX tax-loss harvesting finds highly correlated but non-identical funds.